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RWIFX vs TNBRX
RWIFX vs TNBRX Comparison
Open Charts RWIFX vs TNBRX
American Funds Capital World Gr&Inc R5
Price$73.30
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
1290 SmartBeta Equity R
Price$20.54
Change+$0.14 (+0.69%)
VolumeN/A
Net Assets242.14M
RWIFX vs TNBRX Comparison Chart in %
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RWIFX vs. TNBRX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWIFX is a Buy and TNBRX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 138B vs. TNBRX (242M). RWIFX pays higher dividends than TNBRX: RWIFX (1.69) vs TNBRX (0.65). RWIFX was incepted earlier than TNBRX: RWIFX (23 years) vs TNBRX (11 years). TNBRX (1.62) is less costly to investors than RWIFX (0.46). TNBRX is a more actively managed with annual turnover of: 32.00 vs. RWIFX (27.00). TNBRX has a lower initial minimum investment than RWIFX: TNBRX (0) vs RWIFX (250). RWIFX annual gain was more profitable for investors over the last year : 13.51 vs. TNBRX (9.16). TNBRX return over 5 years is better than : 52.63 vs. RWIFX (48.74).
| RWIFX | TNBRX | RWIFX / TNBRX | |
| Total Expense Ratio | 0.46 | 1.35 | 34% |
| Annual Report Gross Expense Ratio | 0.46 | 1.62 | 28% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 16.421 | 10.708 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 242M | 57,025% |
| Annual Yield % from dividends | 1.69 | 0.65 | 259% |
| Returns for 1 year | 13.51 | 9.16 | 147% |
| Returns for 3 years | 55.27 | 48.61 | 114% |
| Returns for 5 years | 48.74 | 52.63 | 93% |
| Returns for 10 years | 77.64 | 125.93 | 62% |
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